Wednesday, July 30, 2014
9) Update Reminder in Salesforce
Updated and accurate opportunities drive precise forecasts. Ensure that your opportunities are up to date by enabling managers to schedule opportunity update reminders—automated opportunity reports that managers can customize for their teams.
1. Go to Setup --> Build --> Customize --> Opportunities --> Update Reminders.
2. Click "Edit" button. Enable Update Reminder. Click "Save" button.
3. Select the users. Click "Activate" button to activate the users to receive the updates.
1. Go to Setup --> Build --> Customize --> Opportunities --> Update Reminders.
2. Click "Edit" button. Enable Update Reminder. Click "Save" button.
3. Select the users. Click "Activate" button to activate the users to receive the updates.
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